improveit 360

All-in-one CRM for home improvement businesses

3,5 /5 (12 reviews) Write a Review!

improveit 360 Overview

What is improveit 360?

improveit 360 is cloud-based enterprise CRM (customer relationship management) platform that enables home improvement and remodeling businesses to manage leads, sales, marketing, human resources, and projects. improveit provides a 360-degree view into all sales and project operations so businesses can improve operational processes, measure business performance, and manage customers and prospects. As a complete business management solution, improveit 360 can be customized and configured to meet the needs of any business scenario.

With improveit 360, home improvement professionals can generate and close more deals by nurturing leads, tracking customer relationships, and managing leads, sales, and projects from a centralized location. improveit 360 can also help businesses to create more opportunities through integrated sales quoting and marketing management tools. Professionals can take advantage of lifecycle communications tools such as automated emails, SMS messaging, and integrated call center functionality to nurture prospects and create targeted campaigns to engage previous customers. For on-site sales management, professionals are able to to take advantage of improveit 360's Go mobile app to provide on-the-spot job quotes, manage the status of sales, and verify scheduling conflicts with a built-in real-time scheduler.

improveit 360 automatically tracks all individual costs and allows businesses to easily report the profitability of every project. To streamline project management, improveit includes an integrated production grid, custom project templates, job costing, and contract and document management. With role-based dashboards and customizable reporting, professionals can monitor cash flow and real-time activity across any business operation.

improveit 360 Overview

Pricing

Starting from
US$150,00/month

Pricing options

Free Trial
Subscription
Value for money

Please contact improveit directly for pricing information.


improveit 360 Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

improveit 360
improveit 360 Staff Calendar
improveit 360 Appointments
improveit 360 Call Queue
improveit 360 Quotes
improveit 360 Reports & Dashboards
improveit 360 video improveit 360 screenshot: improveit 360 improveit 360 screenshot: improveit 360 Staff Calendar improveit 360 screenshot: improveit 360 Appointments improveit 360 screenshot: improveit 360 Call Queue improveit 360 screenshot: improveit 360 Quotes improveit 360 screenshot: improveit 360 Reports & Dashboards

improveit 360 Reviews

improveit 360 Reviews

Overall rating
3,5
/
5
Excellent
3

Very good
4

Average
2

Poor
2

Terrible
1

Value for Money
2,7
Features
3,8
Ease of Use
3,2
Customer Support
3,3
58% recommended this app
Skipper W.

It has given me back 2 to 3 hour of my day back!


Andre H.

Solid CRM with Salesforce Platform


Joseph A.

Great front end but lacking in the backend

The customer service started out world class and completely went the other direction as they grew.


Mellissa S.

Good Software, Not so good support

Streamlining customer service through the entire sales process, easily customized and detailed reports are easy to generate. Its great software, but once binded by contracts, users are left with slugglish support


Jessica R.

Improvit 360

Improveit is a Salesforce platform offering the full community that Salesforce provides. The options are endless and the automated reminders can help you to keep all your team on task.


Skipper W.
Industry: Design

It has given me back 2 to 3 hour of my day back!

Reviewed on 2015/07/14
Review Source: SoftwareAdvice

Pros

It grows with me. Meaning as I starting using one aspect I find another tool that will help me be more productive. The more information I put into 360 the more information I get out and that helps me run reports I can use to help us make better day to day decisions. I have been using 360 for over 3 year and I am still finding way to improve information flow. Having accurate information to back you up, make it a lot easier and faster to lead your company into a competitive and ever changing environment. You are only as good as you people and you information flow.
Something else that makes this product so great is their customer service staff. They really make us feel like there is no stupid question. I don't hesitate to call and they don't hesitate to help in every way they can. A truly remarkable staff!

Cons

As of now I can't say anything negative about this product or the people that represent it. There has only been a couple of items I have as for that were not available at the time, but they always helped me work around them.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Andre H.
Industry: Design

Solid CRM with Salesforce Platform

Reviewed on 2015/07/29
Review Source: SoftwareAdvice

Pros

I like the level of detail in reporting options, sources, etc ; very comprehensive coverage of the data storage needs for customer resource management in the industry. However, the best thing about 360 by far is the people. They are active in customer feedback for continuing to improve, you can get a hold of them on the phone easily, and when you need help the person you speak with really seems to care about helping you and has a positive attitude.

Cons

The mobile app has bugs that need to be worked out and features/functionality that need to be added. For instance, if you go into "Schedule" then select an "Appointment", then pull up the "Phone Number" to make a call while on the road. Then when you go back to your app (after making the call), the app will go back to the "Appointment" screen, but locks up if you try to go back to the "Appointment" screen. Another scenario - if you go into "Schedule", then go forward or backward "Next Seven Days" or "Previous Seven Days", then select an "Appointment" but don't go any further than that...then when you go back to "Schedule", it loses track of where you were last in "Schedule" and brings you back to the current week. Not major issues, just little bugs that need addressing. On the functionality comment, it would be nice if adding appointments, prospects, etc were possible on the app without having to go to the full site on a mobile device.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Joseph A.
Industry: Construction
Company size: 11-50 Employees

Great front end but lacking in the backend

Used Daily for 2+ years
Reviewed on 2020/10/29
Review Source: Capterra

The customer service started out world class and completely went the other direction as they grew.

Pros

The calendar, scheduling, rehash functionality were terrific

Cons

You could not write off charges for financing fees. If we had a 10k sale and a 5.5% dealer fee, we would have to change the total sale amount which causes a host of issues.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Mellissa S.
Industry: Marketing & Advertising
Company size: 51-200 Employees

Good Software, Not so good support

Used Daily for 1+ year
Reviewed on 2019/01/23
Review Source: Capterra

Streamlining customer service through the entire sales process, easily customized and detailed reports are easy to generate. Its great software, but once binded by contracts, users are left with slugglish support

Pros

Improveit 360 was great for running specific detailed reports for anything and everything possible. It is also capable of following a lead from the marketing team all the way through Sales. One source that everyone can access and streamline customer service from start to finish. Manage leads, quotes, calls, scheduling..
Every step os logged

Cons

Lots of hang ups and crashes and i would would often run into glitches or loops in the software that just didnt do what it should. Support is exasperating, the contracts are lengthy and binding, zero forgiveness is offered, nor apology for problems. Ive honestly had better luck learning and troubleshooting from forums and other users online.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Jessica R.
Industry: Glass, Ceramics & Concrete
Company size: 11-50 Employees

Improvit 360

Used Daily for 1-5 months
Reviewed on 2017/02/02
Review Source: SoftwareAdvice

Improveit is a Salesforce platform offering the full community that Salesforce provides. The options are endless and the automated reminders can help you to keep all your team on task.

Pros

The estimating software is built right into the program, allowing for instant access to all proposals. You can have multiple market segments if you have multiple locations and they have a franchising option for royalty reporting on sub-businesses.

Cons

The program is bulky and not easy to use. The dashboard gave my team anxiety because it was so busy with unneeded options. Because it doesn't let you tie any function to a close without creating an additional marketing reminder to reach back out, this did not fit with our style of business. This lead to all team members getting bogged down on determining if a marketing app was legit or not. The support staff would take days to reply about issues and after a year of daily use, we were never able to use the mobile app to do anything except view contacts.and so we moved back to an earlier CRM we had used in the past, as the costs were also prohibitive.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

User recommendation
5,8/10
Based on 12 user ratings
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improveit 360 Pricing

improveit 360 Pricing

Starting from
US$150,00/month
Free Trial
Subscription
Value for money

Please contact improveit directly for pricing information.

Please contact improveit directly for pricing information.

Value for Money
2,7/5
Based on 12 user ratings
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improveit 360 Features

improveit 360 Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Bid Management
Change Order Management
Collaboration Tools
Customizable Templates
Data Import/Export
Document Management
Document Storage
Estimating
Job Costing
Project Estimating
Project Management
Project Tracking
Projections
Reporting & Statistics
Subcontractor Management
Third Party Integration
Features
3,8/5
Based on 12 user ratings
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Categories

Additional information for improveit 360

Additional information for improveit 360

Key features of improveit 360

  • Accounting Integration
  • Bid Management
  • Billing & Invoicing
  • Contract Management
  • Document Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Key Performance Indicators
  • Marketing Management
  • Order Management
  • Project Management
  • Project Tracking
  • Purchase Order Management
  • Quote Management
  • Strategic Planning
  • Time & Expense Tracking
  • Vendor Management
  • eCommerce Management

improveit 360 FAQs

improveit 360 FAQs

Below are some frequently asked questions for improveit 360.

Q. What type of pricing plans does improveit 360 offer?

improveit 360 offers the following pricing plans:

Starting from: US$150,00/month

Pricing model: Subscription

Free Trial: Not Available

Please contact improveit directly for pricing information.

Q. What are the main features of improveit 360?

improveit 360 offers the following features:

  • Accounting Integration
  • Bid Management
  • Billing & Invoicing
  • Contract Management
  • Document Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Key Performance Indicators
  • Marketing Management
  • Order Management
  • Project Management
  • Project Tracking
  • Purchase Order Management
  • Quote Management
  • Strategic Planning
  • Time & Expense Tracking
  • Vendor Management
  • eCommerce Management

Q. Who are the typical users of improveit 360?

improveit 360 has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does improveit 360 support?

improveit 360 supports the following languages:

English

Q. What type of pricing plans does improveit 360 offer?

improveit 360 has the following pricing plans:

Subscription

Q. Does improveit 360 support mobile devices?

improveit 360 supports the following devices:

Android, iPhone, iPad

Q. What other apps does improveit 360 integrate with?

improveit 360 integrates with the following applications:

DocuSign, Five9, HubSpot CRM, PaySimple, Podium, QuickBooks Online, ReminderCall.com, RingCentral Contact Center, SalesRabbit, Salesforce Sales Cloud

Q. What level of support does improveit 360 offer?

improveit 360 offers the following support options:

Phone Support